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Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Fund
S&P 500
This Quarter Est. Return
+7.61%
1 Year Est. Return
+12.78%
3 Year Est. Return
+68.37%
5 Year Est. Return
+75.37%
10 Year Est. Return
+242.26%
AUM
$8.63B
AUM Growth
+$1.06B
Cap. Flow
+$501M
Cap. Flow %
5.81%
Top 10 Hldgs %
42.93%
Holding
942
New
102
Increased
504
Reduced
266
Closed
27

Top Buys

Rank Stock Value
1
SO icon
Southern Company
SO
+$110M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$41.9M
3
XOM icon
ExxonMobil
XOM
+$34.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.4M
5
GPC icon
Genuine Parts
GPC
+$26.6M

Top Sells

Rank Stock Value
1
KO icon
Coca-Cola
KO
+$79.1M
2
GPN icon
Global Payments
GPN
+$42.3M
3
RTX icon
RTX Corp
RTX
+$14.2M
4
AFL icon
Aflac
AFL
+$11.6M
5
AAPL icon
Apple
AAPL
+$11.3M

Sector Composition

Rank Sector Weight
1 Industrials 12.95%
2 Technology 11.09%
3 Consumer Staples 9.48%
4 Financials 9.01%
5 Healthcare 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLC icon
776
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$329K ﹤0.01%
3,635
-306
-8% -$26.4K
EPI icon
777
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$328K ﹤0.01%
+6,510
New +$321K
USIG icon
778
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$324K ﹤0.01%
6,154
-111
-2% -$5.73K
ANGL icon
779
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$323K ﹤0.01%
+10,980
New +$317K
RIVN icon
780
Rivian
RIVN
$23.6B
$323K ﹤0.01%
28,776
-22,619
-44% -$325K
VTRS icon
781
Viatris
VTRS
$20.8B
$322K ﹤0.01%
27,720
-938
-3% -$10.8K
LH icon
782
Labcorp
LH
$25.2B
$319K ﹤0.01%
1,428
-240
-14% -$52.7K
SPEM icon
783
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.7B
$316K ﹤0.01%
+7,650
New +$293K
IGF icon
784
iShares Global Infrastructure ETF
IGF
$10.9B
$315K ﹤0.01%
5,782
– –
CNR
785
Core Natural Resources Inc
CNR
$3.93B
$314K ﹤0.01%
+3,000
New +$292K
NDAQ icon
786
Nasdaq
NDAQ
$53.4B
$313K ﹤0.01%
4,289
-4
-0.1% -$273
RYAM icon
787
Rayonier Advanced Materials
RYAM
$562M
$312K ﹤0.01%
36,500
– –
Z icon
788
Zillow
Z
$7.78B
$311K ﹤0.01%
+4,870
New +$261K
MGM icon
789
MGM Resorts International
MGM
$11.7B
$309K ﹤0.01%
+7,911
New +$313K
JBHT icon
790
JB Hunt Transport Services
JBHT
$25.9B
$309K ﹤0.01%
1,793
-159
-8% -$26.7K
IXUS icon
791
iShares Core MSCI Total International Stock ETF
IXUS
$56.8B
$308K ﹤0.01%
4,237
+367
+9% +$25.4K
SWK icon
792
Stanley Black & Decker
SWK
$14.5B
$307K ﹤0.01%
+2,793
New +$268K
ABR icon
793
Arbor Realty Trust
ABR
$977M
$305K ﹤0.01%
+19,600
New +$272K
GNRC icon
794
Generac Holdings
GNRC
$11.5B
$300K ﹤0.01%
+1,888
New +$280K
FITB
795
Fifth Third Bancorp
FITB
$51.3B
$299K ﹤0.01%
6,985
+151
+2% +$6.14K
IAT icon
796
iShares US Regional Banks ETF
IAT
$673M
$296K ﹤0.01%
6,225
-504
-7% -$23.2K
SITE icon
797
SiteOne Landscape Supply
SITE
$4.16B
$295K ﹤0.01%
1,954
+209
+12% +$28.7K
FLTR icon
798
VanEck IG Floating Rate ETF
FLTR
$2.94B
$294K ﹤0.01%
+11,532
New +$293K
VONG icon
799
Vanguard Russell 1000 Growth ETF
VONG
$41.2B
$289K ﹤0.01%
+2,994
New +$279K
MKC icon
800
McCormick & Company Non-Voting
MKC
$14B
$288K ﹤0.01%
3,505
-902
-20% -$70.3K
30 31
32
33 34

Similar funds

WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SIG
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return

Synovus Financial's Q3 2024 Portfolio in Review

As of Q3 2024, Synovus Financial held 942 positions worth $8.63B, up 14% from $7.57B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Synovus Financial deployed $501M of net new capital in Q3 2024, opening 102 new positions and adding to 504 existing holdings. Its largest new stake was AerCap: 33,160 shares worth $3.14M.

By sector, the portfolio is most concentrated in Industrials at 13% of assets, down from 14% a quarter earlier, followed by Technology and Consumer Staples.

On the sell side, the largest reduction was Coca-Cola, an estimated $79.1M trimmed.

  • Synovus Financial's largest Q3 2024 buy was AerCap: 33,160 shares worth $3.14M.
  • Synovus Financial added most to Southern Company in Q3 2024, an estimated $110M increase.
  • Synovus Financial's biggest Q3 2024 reduction was Coca-Cola, cutting an estimated $79.1M.
  • Synovus Financial fully exited Corpay in Q3 2024, selling an estimated $1.94M.
  • Synovus Financial's ten largest holdings make up 43% of its $8.63B portfolio in Q3 2024.
  • Synovus Financial opened 102 new positions and closed 27 in Q3 2024.
  • Synovus Financial's portfolio value rose 14% quarter-over-quarter to $8.63B.

Based on Synovus Financial's 13F filing for Q3 2024, filed 14 Nov 2024.